Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2025Fund LettersAriel Small Cap Value StrategyFAF First American Financial Corporation FinancialsInsurance Bull NYSEcommercial real estate, Cost management, investment portfolio, operating leverage, Real Estate Services, Technology Optimization, title insurance
Mar 31, 2025Fund LettersAriel Small Cap Value StrategyADT ADT Inc. TechnologyElectronic Equipment, Instruments & Components Bull NYSEAutomation, debt reduction, Free Cash Flow, security solutions, Smart home, Strategic Partnerships, subscription services
Mar 31, 2025Fund LettersAriel Small Cap Value StrategyMIDD Middleby Corporation IndustrialsIndustrial Machinery Bull NASDAQActivist Investment, Automation, Commercial Foodservice, Food Equipment, industrial machinery, strategic review, value unlock
Mar 31, 2025Fund LettersRiverwater Partners Small Cap StrategyBOW Bowhead Specialty Holdings FinancialsProperty & Casualty Insurance Bull NYSEBaleen Platform, E&S Insurance, margin expansion, premium growth, specialty insurance, strategic partnership, Tech-Enabled Platform, Underwriting Expertise
Mar 31, 2025Fund LettersRiverwater Partners Small Cap StrategyWRBY Warby Parker Inc. Consumer DiscretionarySpecialty Retail Bull NYSEB Corp, direct-to-consumer, Eyewear, growth, market share gains, retail expansion, Specialty retail, Target Partnership
Mar 31, 2025Fund LettersRiverwater Partners Small Cap StrategyLMNR Limoneira Company Consumer StaplesAgricultural Products Bull NASDAQAgricultural Products, asset value, Avocado Conversion, Cash Flow Optimization, consumer staples, Land Rights, Value, Water Rights
Mar 31, 2025Fund LettersRiverwater Partners Small Cap StrategyPLMR Palomar Holdings, Inc. FinancialsProperty & Casualty Insurance Bull NASDAQdefensive, E&S Insurance, Earthquake Coverage, growth, Property Catastrophe, specialty insurance, Surety Market, underwriting
Mar 31, 2025Fund LettersRiverwater Micro Opportunities StrategyRDVT Red Violet Inc. Information TechnologyApplication Software Bull NASDAQcloud-native, cybersecurity, Data Analytics, Fraud prevention, Identity Intelligence, machine learning, Real Estate, SaaS
Mar 31, 2025Fund LettersRiverwater Micro Opportunities StrategyCLMB Climb Global Solutions Information TechnologyTechnology Distributors Bull NASDAQAcquisitions, Cloud software, cybersecurity, data center, Europe, growth, North America, technology distribution
Mar 31, 2025Fund LettersRiverwater Micro Opportunities StrategyLMNR Limoneira Company Consumer StaplesAgricultural Products Bull NASDAQagriculture, asset value, Avocados, Cash Flow Optimization, Land Rights, Real Estate, Value, Water Rights
Mar 31, 2025Fund LettersRiverwater Micro Opportunities StrategyARIS Aris Water Solutions UtilitiesWater Utilities Bull NASDAQDividend Growth, Energy Services, ESG, Sustainable Infrastructure, Texas, utilities, Water infrastructure, Water Recycling
Mar 31, 2025Fund LettersRiverwater Sustainable Value StrategyAM Antero Midstream Corporation EnergyOil, Gas & Consumable Fuels Bull NYSEdividend yield, energy transition, Fee Based, midstream, Natural Gas Infrastructure, Toll Road Model, Water Handling
Mar 31, 2025Fund LettersRiverwater Sustainable Value StrategyRRC Range Resources Corporation EnergyOil, Gas & Consumable Fuels Bull NYSEdebt management, Electrification, energy transition, ESG, Free Cash Flow, Low-cost producer, natural gas
Mar 31, 2025Fund LettersRiverwater Sustainable Value StrategyPNFP Pinnacle Financial Partners Inc FinancialsRegional Banks Bull NASDAQasset quality, Commercial Banking, fee income, regional banks, SBA Loans, Southeast, Talent Strategy
Mar 31, 2025Fund LettersRiverwater Sustainable Value StrategyCOOP Mr. Cooper Group Inc FinancialsThrifts & Mortgage Finance Bull NASDAQCorporate action, financial services, merger, Mortgage servicing, real estate finance
Mar 31, 2025Fund LettersRiverwater Sustainable Value StrategyLMNR Limoneira Company Consumer StaplesAgricultural Products Bull NASDAQAgricultural Products, asset monetization, Avocados, Citrus, land development, Real Estate, Water Rights
Mar 31, 2025Fund LettersHarding Loevner Emerging Markets EquityBAJAJ-AUTO.NS Bajaj Auto Consumer DiscretionaryAutomobiles Bull National Stock Exchange of IndiaAsia, automotive, Exports, India, Latin America, Motorcycles, premium, ROE, Three-Wheeler, Two-Wheeler
Mar 31, 2025Fund LettersHarding Loevner Emerging Markets EquitySUPREMEIND.NS Supreme Industries MaterialsChemicals Bull National Stock Exchange of IndiaBrand, distribution network, India, infrastructure, manufacturing, market share, materials, Pipes, Plastic Products, urbanization
Mar 31, 2025Fund LettersHeartland Mid Cap Value FundPRGO Perrigo Co. PLC Health CarePharmaceuticals Bull NYSEHealthcare Policy, Manufacturing Consolidation, margin expansion, Over-the-counter, Preventive Healthcare, Self-Care Products, Store Brands, valuation gap
Mar 31, 2025Fund LettersHeartland Mid Cap Value FundMIDD The Middleby Corporation IndustrialsMachinery Bull NASDAQActivist Investment, Brand Integration, Commercial Foodservice, Food processing equipment, Industrial Equipment, margin expansion, spin-off, valuation discount

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